Bridgeford Trust Company is looking forward to sponsoring the Heckerling Institute on Estate Planning, taking place January 12-16, 2026, in Orlando, Florida. Each year, Heckerling brings together leaders from across the estate planning community to connect, exchange ideas, and navigate an increasingly complex and unpredictable planning environment.
If you’re attending, we invite you to join Bridgeford for our hosted events outlined below and visit our exhibit booth to explore why South Dakota remains a top-tier U.S. trust jurisdiction and how Bridgeford’s independent, conflict-free approach continues to set us apart in a consolidating industry.
Pre-Institute Golf & Reception – January 11, 2026
Kick off Heckerling 2026 with an afternoon on the course followed by an evening of networking at the Waldorf Astoria Golf Club, located at 14224 Bonnet Creek Resort Lane in Orlando. Sponsored by Bridgeford Trust Company, Nelson Mullins, and Madison Insurance Group, this pre-Institute gathering offers an opportunity to connect with colleagues ahead of a busy week at Heckerling.
- Golf at the Rees Jones course: Tee-off begins at 12:30 PM.
- Cocktail Reception: Join us following the round at 5:00 PM for food, drinks, and conversation.
Not a golfer? No problem! You’re welcome to attend the reception only. Click here to RSVP.
Bridgeford’s Fireside Chat & Reception – January 13, 2026
Join Bridgeford for our annual Fireside Chat & Reception, bringing together advisors, planners, and industry colleagues for candid conversation and connection.
Against the backdrop of continued consolidation and increasing institutional influence in the trust industry, this gathering will center on an essential theme: independence. As the trust landscape shifts, truly independent, conflict-free trust companies are becoming increasingly rare, prompting important conversation around what independence means for long-term client planning and why it matters now more than ever.
- When: Tuesday, January 13 from 6:00-7:30 PM
- Where: Magnolia Room 7-9, Orlando World Center Marriott Convention Center
- Register at: bridgefordtrust.com/heckerling-2026
Visit Bridgeford at Booth 400 – January 12-16, 2026
Stop by Exhibit Booth 400 to connect with Bridgeford’s leadership team and learn how we work alongside attorneys, accountants, and advisors to support complex trust planning needs for clients and their advisors worldwide. While visiting, you can:
- Discuss why South Dakota continues to stand out as one of the best trust jurisdictions in the United States.
- Explore powerful modern trust law solutions around asset protection, privacy, and tax planning.
- Learn more about Bridgeford’s independent, personalized, and conflict-free approach to trust planning, grounded in our philosophy of Big Enough to Matter…Small Enough to Care.
Questions?
For more information about Bridgeford’s activity at Heckerling, or to arrange a meeting with our team during the conference, please contact Melissa Roberson at mroberson@bridgefordtrust.com.
We look forward to connecting in Orlando and continuing the conversation throughout Heckerling 2026!
